SMH

Sanders Morris Harris Portfolio holdings

AUM $758M
1-Year Est. Return 18.59%
This Quarter Est. Return
1 Year Est. Return
+18.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$487M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$4.49M
3
+$3.95M
4
DOCU icon
DocuSign
DOCU
+$3.85M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.3M

Top Sells

1
+$4.92M
2
+$3.21M
3
+$1.96M
4
ELAN icon
Elanco Animal Health
ELAN
+$1.08M
5
PLTR icon
Palantir
PLTR
+$896K

Sector Composition

1 Financials 21.8%
2 Technology 16.92%
3 Healthcare 11.98%
4 Energy 8.03%
5 Industrials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.08M 0.63%
152,300
27
$3.03M 0.62%
21,005
+660
28
$2.85M 0.59%
+18,959
29
$2.8M 0.57%
20,870
30
$2.7M 0.55%
42,570
+150
31
$2.65M 0.54%
78,770
+64,055
32
$2.56M 0.53%
19,945
-100
33
$2.51M 0.52%
112,998
+30,250
34
$2.48M 0.51%
213,315
-275,560
35
$2.31M 0.48%
368,095
+300,025
36
$2.24M 0.46%
4,346
37
$2.12M 0.44%
9,218
38
$2.08M 0.43%
188,500
+77,500
39
$2.07M 0.42%
19,460
40
$1.93M 0.4%
6,043
41
$1.87M 0.38%
3,620
+180
42
$1.84M 0.38%
22,633
+4,395
43
$1.83M 0.38%
4,641
44
$1.67M 0.34%
20,180
45
$1.62M 0.33%
23,576
-100
46
$1.61M 0.33%
5,318
47
$1.56M 0.32%
5,160
48
$1.55M 0.32%
16,913
-83
49
$1.47M 0.3%
3,370
50
$1.34M 0.28%
+14,500
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